Service Representative jobs at United Bank - 3251 jobs

Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, Client Service, Floater, Representative, Service, Retail, Business, Client

Responsible for interacting with customers on behalf of the Bank and providing information about products and services, responding to customer complaints, and processing customer requests. Interacts with customers and team members in a professional a Customer Service, Call Center Specialist, Call Center, Specialist, Processing, Customer, Retail, Banking

The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services. Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Complete forms and other required documents and follow Bank policies and procedures. Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes. Perform all duties of a Teller to include: Provide excellent client experience Perform basic client and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Identify risk and escalate concerns through proper channels Develop and maintain knowledge of bank products, services, including other lines of business Ability to learn and adapt to changing digital channels * Perform other duties as assigned. Organizational Relationship This position reports to Branch location leadership. Position Qualifications Education & Experience High school diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Some local travel possible Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* Currently, we are offering a salary range between $19.00 and $23.00 dollars an hour for this role. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services. Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Complete forms and other required documents and follow Bank policies and procedures. Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes. Perform all duties of a Teller to include: Provide excellent client experience Perform basic client and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Identify risk and escalate concerns through proper channels Develop and maintain knowledge of bank products, services, including other lines of business Ability to learn and adapt to changing digital channels * Perform other duties as assigned. Organizational Relationship This position reports to Branch location leadership. Position Qualifications Education & Experience High school diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Some local travel possible Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, help Client Service, Teller, Specialist, Customer Service, Banking, Retail

Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, help Client Service, Specialist, Customer Service, Retail, Banking

A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences. #J-18808-Ljbffr

The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services. Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Complete forms and other required documents and follow Bank policies and procedures. Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes. Perform all duties of a Teller to include: Provide excellent client experience Perform basic client and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Identify risk and escalate concerns through proper channels Develop and maintain knowledge of bank products, services, including other lines of business Ability to learn and adapt to changing digital channels * Perform other duties as assigned. Organizational Relationship This position reports to Branch location leadership. Position Qualifications Education & Experience High school diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Some local travel possible Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, Client Service, Floater, Representative, Service, Retail, Business, Client

About BankFund: BankFund Credit Union is a full-service financial cooperative that was organized and chartered in 1947 as a convenient place for employees of the World Bank Group and International Monetary Fund and their families to save and to obtain credit. Located in Washington, DC, BankFund maintains three full-service branches downtown with our headquarters located near Farragut West metro station. This position is classified as a full-time on-site role which means that on-site work will be expected for each scheduled workday. Summary: Provides in-person service to members, including opening accounts, performing account transactions, providing information on products and services, resolving account problems, providing ancillary services and recommending appropriate products and services. Runs a teller window or assists in branch settlement, as needed. Responsibilities: Opens new accounts and/or new services, assisting members in completing and signing the necessary documents to open new accounts or related products. Receives initial deposit and ensures new accounts are properly processed. Operates within accuracy, policy and procedural guidelines. Develops proficiency in tasks related to branch operations and participates in branch meetings. Resolves routine problems for members pertaining to products and services provided by the Credit Union. Serves as a liaison between the member and the Credit Union, ensuring members are served in a timely and complete manner. Collects pertinent data, finds out the answers and reports findings to the inquiring party. Refers members to a supervisor, manager or director if unable to solve the problem or provided requested information. Achieves individual sales goals and sets an example in the area of sales for the Account service Representatives to follow. Creates and maintains a Sales PACT Culture by cross-selling to enhance and secure customer relationships. Uses needs-based selling to meet members' financial objectives and refers sales opportunities to other departments, when appropriate. Summarizes and documents all member interactions in the Customer Relationship Management (CRM) system and handles all documents in accordance with Credit Union procedures. Issues new plastic cards to members following all procedures for each type of card. Initiates investigation of lost/stolen ATM, credit, or check card from members and refers to appropriate department for completion. Must ensure all BSA training is updated and in compliance with all NCUA regulations. On a rotational or as needed basis, serves as the initial point of contact on the Branch Information Desk, assisting members and/or directing them to other individuals, as appropriate. Participates in outbound Relationship Calling and identifies and refers sales opportunities to other departments, when appropriate. Assists with branch promotions. Maintains supplies and promotional materials, ensuring display racks are adequately stocked with the most current brochures, bulletins and newsletters. Participates in branch meetings. Provides notary services and directs members to authorized staff for signature guarantee. Generates letters and miscellaneous communications as needed. Participate in annual Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) training and demonstrate knowledge and understanding of the BSA and OFAC, including the immediate reporting of unusual or suspicious activity to the Risk Management Department. Undertake additional training specific to daily responsibilities and as required to ensure continued compliance with all applicable regulations. Ensure the Credit Union's safe harbor protections as allowed by the BSA. Understand that if confronted with knowledge of existence of a Suspicious Activity Report (SAR), an obligation exists to preserve the confidentiality of that SAR, as well as any information that may reveal the existence of a SAR. Maintain awareness of, and immediately report to the Compliance Officer, any unauthorized disclosure of a SAR, or unauthorized disclosure of information related to a SAR. Understand that failure to do so is a violation of federal law and may lead to both civil and criminal penalties for SAR disclosure violations. Successfully participate in annual Information Security refresher training. Comply with the Information Security Policy, including the immediate reporting of unusual or suspicious activity to management and the Information Security Officer. Follow all procedures to protect company computers from viruses, and to maintain the security and confidentiality of Credit Union data. Adheres to Service PACT philosophy and standards, including standing while serving members at the Information and or Resource Center or by walking the branch floor. Runs a teller window or assists with branch settlements, as requested. Performs other work-related duties as assigned by the Manager and or Assistant Branch Manager. Requirements Minimum Qualifications or Knowledge, Skills and Abilities Required Education: College Degree in related field or equivalent combination of Education and Experience and or sales experience preferred. Without college degree: one year teller experience or 2 years customer service/sales. Additional Qualifications: Strong problem-solving abilities with the ability to think independently. Excellent Customer Service and Communications Skills Aptitude for working with numbers Problem solving ability Basic knowledge of personal computers and related office software. Ability to work flexible schedule as required. For internal purposes, this position is graded as NE-6. The anticipated annualized base salary range for this position is $50,000 to $62,000. Final base salary for this role will be based on the individual's job-related experience, skillset, training, certifications and market demands. The benefits available for this full-time position include but are not limited to: medical, dental, and vision insurance, 401(k) plan, life insurance coverage, disability benefits, tuition assistance program and paid time off, including paid parental leave benefits. In addition to base compensation salary, this role position is eligible for an annual incentive plan.

The Customer Service Representative assists Bank customers on the phone with questions regarding their accounts and Bank products. They must be able to maintain confidentiality and be prepared to deal with upset customers in a professional manner. To remain in the Customer Service Center, the employee must satisfactorily complete or have completed Bank of the Sierra's Teller Training Program and the New Accounts Training Program. RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: Have a polite and engaging telephone decorum. Process a minimum of 175 phone calls daily. Maintain an acceptable knowledge level of Bank products and compliance issues. Assist customers with questions regarding Bank products. Be willing and able to learn all "back office" job functions in the CSC. Be willing and able to cross-sell bank incentive products daily. Assist customers with questions regarding their various accounts. Manage difficult or emotional customer situations; respond promptly to customer needs; solicit customer feedback to improve service; respond to requests for service and assistance; meet commitments. Maintains confidentiality; listens to others without interrupting; keeps emotions under control. Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethics; upholds organizational values. Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; benefits organization through outside activities; supports affirmative action and respects diversity. Other duties may be assigned. REQUIRED KNOWLEDGE SKILL AND ABILITY: To perform the job successfully, an individual should demonstrate the following competencies: Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees. Mathematical skills. Strong communication & organizational skills. Detail-oriented, with a high degree of accuracy. Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel. Ability to work in a fast-paced environment & under pressure as needed. EDUCATION AND EXPERIENCE: High school diploma or GED equivalent required. Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand, use hands to handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. AT-WILL EMPLOYMENT NOTICE: I understand that, if hired, my employment with Bank of the Sierra is at-will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so as long as the reason is lawful. By submitting this application, you understand and agree to the at-will notice. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Job Description: The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Displays confidence working as a self-starter in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven growth mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Proven ability to quickly build trust and credibility Proven ability to assess needs of and recommend appropriate solutions Proven ability to work both collaboratively on a team with key partners and independently Proven ability to listen and probe for clarity and understanding Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Strong follow-through skills Computer/technical literacy and proficiency in applications such as Microsoft Suite Desired Qualifications: Bachelor's degree and/or a minimum of one year of work experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Job Responsibilities: Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Trade Operations Management Administrative Services Client Investments Management Emotional Intelligence Referral Identification Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Shift: 1st shift (United States of America) Hours Per Week: 37.5

Sacramento, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Employment Type: Full-Time, Hybrid #LI-HYBRID - Entry Salary Range: $15.53-$18.63 per hour with an incentive opportunity based on individual performance. Comprehensive Benefits Package. We're committed to supporting your well-being and work-life bala Specialist, Banking, Healthcare

Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes; Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies; Assist customers and staff with loan-related inquiries; Perform loan account maintenance; Ensure compliance with all applicable government, investors, and bank regulations; Perform other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus SKILLS/ABILITES Strong interpersonal and customer service skills Positive attitude PC proficiency in Microsoft Office Detail-oriented and follow-through skills. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to: Paid time off that begins accruing on your first day Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting Company-paid short-term, long-term disability, and employee life and AD&D coverage A tuition reimbursement benefit which reflects our investment in your future Competitive pay along with opportunities for annual raises and promotions Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritized The Contact Center Specialist is responsible for all activities to support members; including but not limited to online banking message center, online account opening, chat, e-mail, faxes, both inbound and outbound member phone calls, etc. Accurately and effectively process service requests received through remote channels. Develops new business opportunities through outbound calling and digital messaging by proactively making product and service recommendations. Key Responsibilities Performs daily operational responsibilities within the Contact Center. Effectively and efficiently practices first touch resolution in researching, processing, and responding to service requests through all inbound calls and digital channels. Utilizes policies and procedures, resources, and product guides to deliver accurate responses in all remote channels. Identifies financial service needs and educates members on the best options and finds solutions to meet financial objectives and goals. Ability to work independently and meet all goals and responsibilities with minimal supervision. Provides resolutions that are within established policies, procedures, and level of authority, or escalating recommendations to management. Assists with members to de-escalate and resolve problems. Is a subject matter expert in inbound member calls and digital channels, provides support including member troubleshooting and effectively communicates, verbally and in writing, technical solutions in non-technical terms. Meets all member expectations as well as assigned quality and productivity goals. Proactively looks for ways to solve and improve remote channel processes, reporting any inefficiencies for improved member experience. Collaborates with other support departments and or with 3rd party vendors, developing constructive cooperative relationships. Assists in all department tasks as needed. Performs other job-related duties as assigned. Requirements Education: A high school education or GED; additional college courses or continuing education preferred. Experience: One to three years of similar or related experience. Familiarity with windows-based computer equipment and software is required. Previous experience with Microsoft Office Suite and online banking software applications is preferred. Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. A passion for technology and training/educating people around technology is desired. Other Skills: 1. Must have ability to multi-task time management and organizational abilities. 2. Ability to communicate in a polite and professional manner utilizing technology to include but not limited to email, online chat, and by phone.3.Ability to resolve conflict using de-escalation and critical thinking skills.4. Ability to effectively access and interpret information on computer screens, documents, and reports.5. General knowledge of computer equipment and related software. Experience with Microsoft Suite is desired (Outlook, Teams, Word, Excel, PowerPoint, & SharePoint) 6.Ability to effectively troubleshoot computer related issues. Physical Requirements: Qualifications include sitting at a computer for extended periods of time and wearing a headset; and being able to lift/carry up to 10 pounds. Work Environment: In Office Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.

General Purpose The Customer Consultant I responds to customer inquiries via telephone. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Regular and reliable attendance is an essential function of this job. Answers the phones for the bank location. Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. Performs general maintenance of customer accounts such as address changes and check orders. Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. Performs customer requested research, including printing statements and check copies. Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: Skill in understanding customer needs and delivering unsurpassed customer service. Understanding and application of banking compliance regulations. Ability to rely on instructions and pre-established guidelines to perform the functions of the job. Effectively manages one's time and resources to ensure that work is completed efficiently. Strong verbal and written communication skills. Knowledge of and comfortable using internet software. Maintains confidentiality. Education or Formal Training: High School Diploma or General Education Diploma (GED) equivalent required. Experience: Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 31, 2026, or until filled.

General Purpose The Customer Consultant I responds to customer inquiries via telephone. This is a part time (20+ hours per week) position. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Regular and reliable attendance is required as an essential function of this position. Answers the phones for the bank location. Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. Performs general maintenance of customer accounts such as address changes and check orders. Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. Performs customer requested research, including printing statements and check copies. Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: Skill in understanding customer needs and delivering unsurpassed customer service. Understanding and application of banking compliance regulations. Ability to rely on instructions and pre-established guidelines to perform the functions of the job. Effectively manages one's time and resources to ensure that work is completed efficiently. Strong verbal and written communication skills. Knowledge of and comfortable using internet software. Maintains confidentiality. Education or Formal Training: High School Diploma or General Education Diploma (GED) equivalent required. Experience: Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 31, 2026, or until filled.

General Purpose The Customer Consultant I responds to customer inquiries via telephone. This is a part time (20+ hours per week) position. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Regular and reliable attendance is required as an essential function of this position. * Answers the phones for the bank location. * Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. * Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. * Performs general maintenance of customer accounts such as address changes and check orders. * Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. * Performs customer requested research, including printing statements and check copies. * Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: * Skill in understanding customer needs and delivering unsurpassed customer service. * Understanding and application of banking compliance regulations. * Ability to rely on instructions and pre-established guidelines to perform the functions of the job. * Effectively manages one's time and resources to ensure that work is completed efficiently. * Strong verbal and written communication skills. * Knowledge of and comfortable using internet software. * Maintains confidentiality. Education or Formal Training: * High School Diploma or General Education Diploma (GED) equivalent required. Experience: * Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 31, 2026, or until filled.